2023/24 consultation closed
Our final rules are published
December 2022
The 2023/24 consultation closed on 10 November 2022. Our Policy Statement and final rules were published in December 2022.
2023/24 year rulesLevy 2023/24
March 2023
Final monthly scores on our portal
Last monthly scores used for 2023/24 levy calculations
In April, D&B will issue the final monthly insolvency risk scores for the 23/24 levy year. The 12 monthly scores produced between April and March will be used to generate employer mean scores in July.
31 March 2023
Send scheme returns and contingent asset certificates to TPR
This helps make sure your levy is accurate
If you’re required to send us documents, including Guarantor Strength Reports, they’ll need to be emailed to us by 5pm on 3 April 2023.
31 March 2023
Send ABC certificates and special category applications to us
This helps make sure your levy is accurate
Submit your ABC certificates to us by midnight on 31 March 2023. We also need all special category employer applications, including confirmation of no changes, submitted before midnight on 31 March 2023.
28 April 2023
Send exempt transfer applications to us
This helps make sure your levy is accurate
Submit exempt transfer applications to us, along with supporting evidence, by 5pm on 28 April 2023.
28 April 2023
Certify deficit reduction contributions with TPR
These payments may reduce your risk-based levy
If you’ve made additional payments into your pension scheme and would like us to reflect this in your levy invoice, you need to have made payments on or before 31 March, and certified them on TPR’s exchange system by 5pm on 28 April.
30 June 2023
Certify full block transfers with TPR
This helps inform your levy for 2023/24
Certify full block transfers on the TPR exchange system or – in limited circumstances – send them to us by 5pm on 30 June 2023.
July 2023
Mean scores published
These scores will be used to calculate your 23/24 levy invoice
We'll start issuing the first invoices for the 23/24 levy year in autumn 2023. All invoices must be paid within 28 days of receipt.
Autumn 2023
Invoicing starts
These invoices cover the 23/24 levy year
We'll start issuing the first invoices for the 23/24 levy year in autumn 2023. All invoices must be paid within 28 days of receipt.